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In short, it means that we do what’s best for our clients, even if it isn’t the easy thing for our team, and that standard is documentable. CEFEX firms submit to an extensive audit that includes a thorough review of processes and adherence to a strict protocol of fiduciary standards.
Plancorp was one of the first advisory firms in the country to be CEFEX-certified and have been for over 15 years now. We are dedicated to earning client trust and acting in your best interest, and we have the certification to prove it.
CEFEX advisors are audited to the industry’s best practice standard by expert analysts. Most individual investors don’t have time to deeply research financial advisors. We’re the cream of the crop and you can trust us to work hard for you.
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Robo-advisors claim their algorithm can solve all your problems. When you work with Plancorp, you’re working with the real-life experience of the entire team. You can trust the collective knowledge that has exponentially grown our client base for nearly 40 years.
Meet the TeamWhen you work with Plancorp, you're tapping into the collective knowledge of our entire team. Many clients first come to us for personal wealth management services and find value in our extended offerings for business – or vice versa.
